Matthew Barbera is a financial advisor with Uhlmann Investment Management, L.L.C. He holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Prior to joining Uhlmann in 2026, he worked at Resources Investment Advisors, Royal Alliance Associates, and LPL Financial. Outside of his advisory role, he serves as Vice President of Retirement Plans at Veritas Retirement Consultants. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, using a fundamental analysis and long-term asset allocation approach. The firm offers a range of managed-account solutions and incorporates third-party managers and custodial model programs tailored to clients' objectives and risk tolerance.

Jeffrey Berman is a financial advisor at Trifecta Capital Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at BMO Harris Bank for eleven years. Trifecta Capital Advisors serves individuals, high-net-worth clients, families, business owners, trusts, and foundations with discretionary investment management and financial planning. The firm combines long-term strategic asset allocation with tactical adjustments based on proprietary capital-market assumptions and employs a mix of fundamental, technical, and cyclical analysis in portfolio construction.

Peter Hemwall is a Series 66-licensed financial advisor with Romano Brothers and Company in Evanston, IL, where he has worked since 2014. He has 14 years of industry experience. Romano Brothers and Company serves individuals, including high-net-worth clients, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services. The firm employs a generally conservative, long-term, fundamentals-based investment approach that includes both active and passive strategies, managing accounts on a discretionary basis through an eight-advisor team.

Sylvia Panek is a financial advisor at Natural Investments with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Natural Investments since 2018, following roles at Cambridge Investment Research and her own advisory practice. Natural Investments is a values-focused advisory firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and long-term investment strategies using socially responsible funds and community investment instruments, managing approximately $2.05 billion through a team of 24 advisors.

Arthur Freedman is a financial advisor with Essex LLC, holding a Series 65 designation and 23 years of industry experience. He has been with Essex LLC since 2000. Essex LLC is a team-based registered investment adviser managing approximately $563 million for around 600 clients, including individuals, employer-sponsored retirement plans, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a model portfolio approach using equities, fixed income, ETFs, and investment company shares, informed by fundamental, technical, and sector analysis.

John Graham is a financial advisor with 2 years of industry experience, currently affiliated with 15 Wealth Advisors LLC. He holds the Series 66 designation and has worked at LPL Financial, LLC, TSFG, LLC, and 15 Wealth, LLC. Outside of advisory roles, he has experience in the food service industry and education. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients with investment advisory services, financial planning, and employer planning. The firm employs a multi-disciplinary investment process and offers discretionary portfolio management tailored to client goals, with a distinctive ownership and affiliation structure that includes sponsoring a wrap fee program and providing employer-level financial planning services.

Donald Kolb is a financial advisor with Inspirion Wealth Advisors, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior work experience at Baxter Healthcare International and Medline Industries. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap comprehensive portfolio management accounts and offers standalone financial planning and employer retirement plan advisory services, utilizing a mix of fundamental and technical analysis alongside both long- and short-term trading strategies.

Scot Jurczyk is a CFA® charterholder with 20 years of industry experience, currently serving at Financial Solutions Advisory Group since 2003. He is based in Chicago, IL, and is part of a nine-advisor team. Financial Solutions Advisory Group advises high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting and education services. The firm establishes client-specific investment policies through detailed data gathering and employs a combination of fundamental, technical, quantitative, and qualitative analysis across long- and short-term strategies.

Bradley Walton is a CFP® and PFS™ with 37 years of experience in financial services. He has been affiliated with Signature Financial Services, Ltd. since 1988 and has held roles at related entities including Signature Advisors Group Ltd and Signature Brokerage Services, Ltd. Outside of his advisory work, he serves as an outside board member and treasurer for the Franklin News Foundation, a nonprofit national newswire service focused on taxpayer journalism. Signature Financial Services, Ltd. provides portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses model portfolios and third-party asset allocation strategies grounded in modern portfolio theory, applies cyclical and fundamental analysis, and offers services on both discretionary and non-discretionary bases.

David Blitz is a financial advisor at Kingsbury Capital Investment Advisors LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Kingsbury Capital Investment Advisors since 2017, following earlier roles including three years at Cabot Lodge Securities LLC. Blitz serves as a board member for the Cornerstone Condominium Association, managing homeowner affairs for a 15-unit community. Kingsbury Capital Investment Advisors is an SEC-registered independent adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and institutional retirement plan advisory services, using diversified investment strategies supported by quantitative tools and third-party due diligence.

Douglas Bennington is a CFA® charterholder with 20 years of industry experience. He has been with Financial Solutions Advisory Group in Chicago since 2009. Financial Solutions Advisory Group provides investment advisory and portfolio management services to individuals, corporations, pension and profit-sharing plans, and trusts. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis in its asset allocation strategies and manages approximately $900 million in discretionary assets across about 350 client relationships.

Noel Cooper is a CFP® with 27 years of industry experience, currently serving at Walled Lake Planning & Wealth Management, LLC since 2018. Prior to this, he worked for RBC Capital Markets Corporation for 10 years. He is a member of the boards of the Highland Park Community Nursery School & Day Care Center and The Art Center Highland Park, where he contributes to fundraising and community outreach efforts. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for around 360 clients. The firm provides comprehensive wealth management services, including financial planning and portfolio management tailored to individual goals and risk tolerance, utilizing a variety of investment vehicles and ongoing monitoring.

Matthew Liggett is a financial advisor with 15 Wealth Advisors LLC in Mundelein, IL, holding a Series 66 designation and two years of industry experience. His prior work includes a period as a self-employed advisor from 2009 to 2025 and one year at LPL Financial. 15 Wealth Advisors serves individual, high-net-worth, pension, and corporate clients, offering investment advisory, financial planning, and employer planning services. The firm provides discretionary portfolio management tailored to client goals using a multi-disciplinary investment process and has a distinctive ownership structure that includes WealthFusion, LLC and an affiliated insurance agency.

William Boggess is a financial advisor at Rodgers Brothers, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Rodgers Brothers since 2008. Rodgers Brothers provides discretionary, full-scale portfolio management to individuals, trusts, estates, charitable organizations, banks, pension and profit-sharing plans, corporations, and investment companies. The firm employs a value-oriented investment process that combines fundamental and technical research with sector and macro-economic analysis to construct portfolios tailored to client objectives and risk tolerance.

Christopher Engelman is a CFA® charterholder with 25 years of industry experience. He has been with Parkside Investments, LLC since 2019 and previously worked at Cedar Hill Associates, LLC for 11 years. He is a partner in Cedar Hill Partners Holdings I and II, limited partnerships focused on alternative investments. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, pension plans, and other clients. The firm uses a fundamental, long-term large-cap core equity approach combined with fixed income, ETFs, option-based strategies, and private investment allocations, managing over $1 billion in client assets with a small advisory team.

Anthony Falco II is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Monere Investments, Inc. since 2015. Outside of his advisory role, he serves as a church secretary and is president of the Parent Advisory Board for Schaumburg Christian School, both on a volunteer basis. Monere Wealth Management is a team-based firm managing approximately $312 million in client assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm offers financial planning, portfolio management, pension consulting, and uses a mix of discretionary and non-discretionary approaches, employing third-party managers and quantitative tools as part of its portfolio construction.

Trey Roach is a financial advisor at The Dala Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Kapco Futures and North Central College. Before entering the financial industry, he worked at Acquaviva Winery and in education. The Dala Group serves individual and high-net-worth clients with portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm combines fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using ETFs, mutual funds, equities, fixed income, and REITs.

Blake Sciera is a financial advisor at Walled Lake Planning & Wealth Management, LLC with a Series 65 credential and two years of industry experience. Prior to joining the firm, he held roles at Saint Xavier University, Orland Physical Therapy, and Moraine Valley Community College. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for about 360 clients. The firm offers comprehensive wealth management services including financial planning and portfolio management for individuals, pension plans, trusts, and charitable organizations, utilizing a mix of investment strategies tailored to client goals and risk tolerance.

Reid Graham is a financial advisor at Inspirion Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Inspirion Wealth Advisors, he held roles at Wealth Distribution Strategies, the Wisconsin State Capitol, Dixon Ticonderoga Company, and Wisconsin Swim Academy. Inspirion Wealth Advisors manages approximately $1.39 billion for individuals, high-net-worth clients, and employer-sponsored retirement plans, offering comprehensive portfolio management and financial planning with a team of nine advisors.

Richard Young is a financial advisor at Inspirion Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Inspirion since 2012. Outside of advisory work, he conducts fixed insurance business through various insurance companies. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts using a mix of fundamental and technical analysis and offers tax and corporate planning services alongside its advisory and broker-dealer related offerings.